Biggest generational buying opportunity for
$SPY
is in June.
When
$SPY
crashes 10%-20% buy these:
1.
$NOW
~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2.
$BE
~$254 | Buy zone: $160–$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3.
$SNDK
~$1,645 | Buy zone: $1,100–$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4.
$NVDA
~$205 | Buy zone: $165–$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5.
$QCOM
~$204 | Buy zone: $180–$190
Jensen just publicly endorsed
$QCOM
. ByteDance ASIC deal massively underappreciated catalyst.
6.
$ORCL
~$202 | Buy zone: $160–$170
Earnings tonight. Cloud RPO backlog growing 80% . Bears get destroyed after this print.
7.
$INTC
~$106 | Buy zone: $80–$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8.
$GOOG
~$360 | Buy zone: $300–$320
AI Search monetization cloud Waymo. Most undervalued hyperscaler on the board.
9.
$MSFT
~$400 | Buy zone: $360–$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10.
$META
~$586 | Buy zone: $520–$530
$145B capex plan Llama dominance = AI moat nobody's pricing in correctly right now.
11.
$AAOI
~$163 | Buy zone: $100–$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12.
$LITE
~$807 | Buy zone: $600–$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13.
$PLTR
~$132 | Buy zone: $120–$125
85% YoY revenue growth. US gov enterprise flywheel locked in. Dip buyers always win.
14.
$MRVL
~$264 | Buy zone: $180–$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15.
$AMD
~$461 | Buy zone: $360–$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16.
$IREN
~$53 | Buy zone: $30–$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17.
$NBIS
~$214 | Buy zone: $160–$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
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